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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1726
Sweet Financial Partners
Minnesota
$1.71M +$406K +2,686 +31%
HIC
1727
Harvey Investment Company
Kentucky
$1.71M – – –
Fifth Third Wealth Advisors
1728
Fifth Third Wealth Advisors
Ohio
$1.71M -$365K -2,414 -17%
PSB
1729
Piscataqua Savings Bank
New Hampshire
$1.71M – – –
MHR
1730
Matthew Hamilton Rosenberg
$1.7M +$676K +4,469 +64%
Heritage Wealth Advisors
1731
Heritage Wealth Advisors
Virginia
$1.7M +$161K +1,065 +10%
Fiera Capital (Canada)
1732
Fiera Capital (Canada)
Quebec, Canada
$1.7M +$544K +3,600 +46%
SFG
1733
SevenBridge Financial Group
Pennsylvania
$1.69M -$6.5K -43 -0.4%
PB
1734
Pinnacle Bancorp
Nebraska
$1.68M +$11.2K +74 +0.7%
SLFPAM
1735
St. Louis Financial Planners Asset Management
Missouri
$1.68M -$89.2K -590 -5%
Ethic Inc
1736
Ethic Inc
New York
$1.68M -$62.9K -416 -4%
KFGK
1737
Keystone Financial Group (Kentucky)
Kentucky
$1.67M -$79.1K -523 -4%
MPPW
1738
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M -$140K -923 -8%
MIM
1739
Moseley Investment Management
Florida
$1.67M +$273K +1,806 +19%
GWCM
1740
Godshalk Welsh Capital Management
Pennsylvania
$1.67M -$106K -700 -6%
CNFG
1741
Creegan & Nassoura Financial Group
New Hampshire
$1.66M – – –
CCFM
1742
Clear Creek Financial Management
Washington
$1.66M -$29.2K -193 -2%
FFS
1743
Founders Financial Securities
Maryland
$1.66M +$467K +3,086 +39%
NB
1744
Nicolet Bankshares
Wisconsin
$1.65M -$30.1K -199 -2%
GFP
1745
Gryphon Financial Partners
Ohio
$1.65M +$612K +4,047 +55%
WCBA
1746
Weaver C. Barksdale & Associates
Tennessee
$1.65M -$429K -2,838 -20%
AWM
1747
Aries Wealth Management
Maine
$1.65M -$83.8K -554 -5%
EWM
1748
EPG Wealth Management
Georgia
$1.65M +$87.4K +578 +6%
RVPG
1749
Relative Value Partners Group
$1.64M +$2.72K +18 +0.2%
RBC
1750
Romano Brothers & Co
Illinois
$1.64M -$93K -615 -5%